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Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct Growth
+22.21%
3Y annualised
+0.57% 1D
NAV: 20 Mar '26
₹16.75
Min. for SIP
₹100
Fund size
₹1,452.18 Cr
Expense ratio
0.43%
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹15,384 | +2.56% | |
| 6 months | ₹30,000 | ₹30,864 | +2.88% | |
| 1 year | ₹60,000 | ₹63,627 | +6.04% | |
| 3 years | ₹1,80,000 | ₹2,35,399 | +30.78% |
Holdings (50)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| BSE Ltd. | Services | Equity | 5.06% |
| Hero Motocorp Ltd. | Automobile | Equity | 5.02% |
| The Federal Bank Ltd. | Financial | Equity | 4.67% |
| Cummins India Ltd. | Capital Goods | Equity | 4.42% |
| AU Small Finance Bank Ltd. | Financial | Equity | 4.37% |
| Muthoot Finance Ltd. | Financial | Equity | 4.23% |
| Ashok Leyland Ltd. | Automobile | Equity | 3.95% |
| L&T Finance Ltd. | Financial | Equity | 3.29% |
| Max Financial Services Ltd. | Financial | Equity | 3.22% |
| Fortis Healthcare Ltd. | Healthcare | Equity | 3.09% |
| One97 Communications Ltd. | Services | Equity | 3.02% |
| GE Vernova T&D India Ltd | Capital Goods | Equity | 2.92% |
| Indian Bank | Financial | Equity | 2.87% |
| FSN E-Commerce Ventures Ltd. | Services | Equity | 2.80% |
| Aditya Birla Capital Ltd. | Financial | Equity | 2.79% |
| HDFC Asset Management Company Ltd. | Financial | Equity | 2.55% |
| IDFC First Bank Ltd. | Financial | Equity | 2.37% |
| GMR Airports Ltd. | Construction | Equity | 2.35% |
| UPL Ltd. | Chemicals | Equity | 2.21% |
| Glenmark Pharmaceuticals Ltd. | Healthcare | Equity | 1.91% |
| Indus Towers Ltd. | Communication | Equity | 1.89% |
| Mahindra & Mahindra Financial Services Ltd. | Financial | Equity | 1.88% |
| Hitachi Energy India Ltd. | Capital Goods | Equity | 1.73% |
| Polycab India Ltd. | Capital Goods | Equity | 1.71% |
| Persistent Systems Ltd. | Technology | Equity | 1.67% |
| Hindustan Petroleum Corporation Ltd. | Energy | Equity | 1.66% |
| National Aluminium Company Ltd. | Metals & Mining | Equity | 1.60% |
| Lupin Ltd. | Healthcare | Equity | 1.52% |
| SRF Ltd. | Chemicals | Equity | 1.46% |
| MRF Ltd. | Automobile | Equity | 1.33% |
| Vodafone Idea Ltd. | Communication | Equity | 1.33% |
| Coforge Ltd. | Technology | Equity | 1.29% |
| Marico Ltd. | Consumer Staples | Equity | 1.25% |
| Bank of India | Financial | Equity | 1.14% |
| UNO Minda Ltd. | Automobile | Equity | 1.11% |
| JK Cement Ltd. | Construction | Equity | 1.04% |
| Coromandel International Ltd. | Chemicals | Equity | 1.02% |
| APL Apollo Tubes Ltd. | Metals & Mining | Equity | 1.00% |
| Jindal Stainless Ltd. | Metals & Mining | Equity | 0.99% |
| Sundaram Finance Ltd. | Financial | Equity | 0.93% |
| Biocon Ltd. | Healthcare | Equity | 0.90% |
| SBI Cards And Payment Services Ltd. | Financial | Equity | 0.76% |
| Nippon Life India Asset Management Ltd. | Financial | Equity | 0.71% |
| AIA Engineering Ltd. | Metals & Mining | Equity | 0.58% |
| 3M India Ltd. | Consumer Staples | Equity | 0.44% |
| Dalmia Bharat Ltd. | Construction | Equity | 0.44% |
| Berger Paints India Ltd. | Chemicals | Equity | 0.38% |
| Bharti Hexacom Ltd. | Communication | Equity | 0.38% |
| Abbott India Ltd. | Healthcare | Equity | 0.35% |
| Indraprastha Gas Ltd. | Energy | Equity | 0.35% |
See All
Minimum investments
Min. for 1st investment
₹100
Min. for 2nd investment
₹100
Min. for SIP
₹100
Returns and rankings
Annualised returns
Absolute returns
| Name | 6M | 1Y | 3Y | All |
|---|---|---|---|---|
| Fund returns | -7.7% | +4.3% | +22.2% | +16.9% |
| Category average (Equity Mid Cap) | -0.0% | +2.0% | +21.6% | -- |
| Rank (Equity Mid Cap) | -- | 38 | 13 | -- |
Exit load, stamp duty and tax
Exit load
Exit load of 0.50%, if redeemed within 30 days.
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
WhiteOak Capital Mid Cap Fund Direct Growth | +10.23% | +26.29% | 4,694.85 | |
Edelweiss Mid Cap Direct Plan Growth | +8.79% | +25.58% | 14,355.22 | |
Nippon India Growth Mid Cap Fund Direct Growth | +9.99% | +25.51% | 43,982.51 | |
HDFC Mid Cap Fund Direct Growth | +8.83% | +24.24% | 94,256.90 | |
Sundaram Mid Cap Fund Direct Growth | +8.54% | +24.00% | 13,235.50 | |
| Compare | ||||
Fund management
BJBhavesh JainNov 2022 - PresentView details
BJ
Bhavesh Jain
Nov 2022 - Present
View details
BLBharat LahotiNov 2022 - PresentView details
BL
Bharat Lahoti
Nov 2022 - Present
View details
About Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct Growth
Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct Growth is a Equity Mutual Fund Scheme launched by Edelweiss Mutual Fund. This scheme was made available to investors on 30 Apr 2008. Bhavesh Jain is the Current Fund Manager of Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,70,941 Cr and the Latest NAV as of 20 Mar 2026 is ₹16.75.
The Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. Exit load of 0.50%, if redeemed within 30 days.
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Investment Objective
The scheme seeks to provide returns before expenses that closely correspond to the total returns of the Nifty Midcap150 Momentum 50 Index subject to tracking errors.
Fund benchmarkNIFTY Midcap 150 Momentum 50 Total Return Index
Fund house
Rank (total assets)#15 in India
Total AUM₹1,70,941.27 Cr
Date of Incorporation30 Apr 2008
Launch Date30 Apr 2008
AddressEdelweiss HouseOff C.S.T. Road,Kalina Mumbai 400098
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,